AMERICAN CENTY ETF TR (AVGE)
Institutional ownership reported to the SEC as of Q2 2026, across 16 quarters.
152
Reporting holders
$332.6M
Reported value
0.0%
Held as options
+32
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Meredith Wealth Planning | $29.5M | 297,253 | 6.95% | 14q | +6.7%+$1.8M |
| COMMONWEALTH EQUITY SERVICES, LLC | $25.2M | 254,389 | 0.03% | 15q | +10.8%+$2.5M |
| Greenspring Advisors, LLC | $16.4M | 165,420 | 0.91% | 3q | -5.0%-$867.7K |
| GFG Capital, LLC | $16.2M | 163,602 | 4.46% | new | NEW |
| Compass Ion Advisors, LLC | $11.8M | 118,846 | 1.02% | 14q | +37.9%+$3.2M |
| BIP Wealth, LLC | $11.6M | 116,708 | 0.33% | 10q | +7.6%+$818.7K |
| AQR CAPITAL MANAGEMENT LLC | $10.7M | 108,276 | 0.00% | 3q | HELD |
| IEQ CAPITAL, LLC | $9.9M | 100,131 | 0.05% | 2q | HELD |
| Nova R Wealth, Inc. | $9.5M | 95,762 | 2.77% | 10q | -2.0%-$189.8K |
| LPL Financial LLC | $9.3M | 94,256 | 0.00% | 14q | +5.1%+$456.2K |
| Index Fund Advisors, Inc. | $9.0M | 90,746 | 0.36% | 15q | +4.6%+$396.4K |
| Corient Private Wealth LP | $8.1M | 81,436 | 0.01% | 9q | +113.4%+$4.3M |
| Paragon Advisors, LLC | $7.3M | 73,594 | 1.53% | 12q | HELD |
| Pacific Asset Management, LLC | $7.1M | 71,984 | 3.50% | 7q | -2.1%-$156.5K |
| Intelligent Financial Strategies | $6.4M | 64,521 | 3.08% | 16q | HELD |
| FMB WEALTH MANAGEMENT | $6.2M | 62,065 | 2.26% | 11q | HELD |
| Frankly Finances, LLC | $5.9M | 117,916 | 4.60% | 3q | +122.2%+$3.2M |
| Sprinkle Financial Consultants LLC | $5.7M | 57,470 | 2.23% | 11q | +1.1%+$63.5K |
| Cogent Private Wealth, Inc. | $5.1M | 51,846 | 3.21% | 3q | +59.7%+$1.9M |
| Cresset Asset Management, LLC | $5.1M | 51,619 | 0.02% | 9q | +147.7%+$3.1M |
| Align Financial, LLC | $4.8M | 48,466 | 2.38% | 3q | +8.9%+$393.7K |
| Hutchens & Kramer Investment Management Group, LLC | $4.8M | 47,965 | 1.27% | 5q | +56.3%+$1.7M |
| Werba Rubin Papier Wealth Management | $4.5M | 45,424 | 0.55% | 2q | +21.0%+$782.5K |
| B&D White Capital Company, LLC | $4.3M | 43,782 | 0.43% | 5q | HELD |
| Fermata Advisors, LLC | $4.3M | 43,716 | 0.88% | 13q | +1.4%+$61.6K |
| ENTREWEALTH, LLC | $3.9M | 38,882 | 1.45% | 7q | +7.8%+$283.2K |
| Savant Capital, LLC | $3.8M | 38,733 | 0.01% | new | NEW |
| CreativeOne Wealth, LLC | $3.5M | 35,784 | 0.08% | 2q | +3.2%+$111.5K |
| Yardley Wealth Management LLC | $3.4M | 33,830 | 1.52% | 8q | +0.9%+$30.6K |
| SC&H Financial Advisors, Inc. | $3.2M | 32,246 | 0.42% | 14q | +6.8%+$204.1K |
| Evanson Financial, LLC | $3.2M | 32,115 | 0.16% | new | FIRST |
| MERCER GLOBAL ADVISORS INC /ADV | $3.2M | 32,026 | 0.00% | 7q | +97.6%+$1.6M |
| Wilkerson Advisory Group LLC | $3.2M | 32,013 | 0.97% | 3q | -0.6%-$19.2K |
| ARQ WEALTH ADVISORS, LLC | $2.9M | 28,783 | 0.35% | 4q | +81.3%+$1.3M |
| Ridgeline Wealth, LLC | $2.7M | 27,621 | 1.60% | 7q | -1.1%-$31.6K |
| Magnolia Private Wealth, LLC | $2.5M | 25,230 | 1.37% | 7q | -28.7%-$1.0M |
| WCG Wealth Advisors LLC | $2.4M | 24,015 | 0.06% | 12q | -2.3%-$55.1K |
| Integrity Wealth Solutions LLC | $2.1M | 20,692 | 0.76% | 11q | +19.3%+$331.7K |
| CURIO WEALTH, LLC | $1.9M | 19,674 | 0.60% | 7q | +6.3%+$116.3K |
| Oceanside Advisors LLC | $1.9M | 18,920 | 0.95% | 11q | +4.7%+$83.9K |
| WMG Financial Advisors, LLC | $1.8M | 18,268 | 0.68% | 13q | -5.6%-$107.2K |
| Focus Partners Advisor Solutions, LLC | $1.8M | 17,700 | 0.01% | 10q | +4.6%+$76.5K |
| Apella Capital, LLC | $1.7M | 17,498 | 0.02% | 11q | +20.9%+$298.2K |
| Beacon Pointe Advisors, LLC | $1.5M | 14,699 | 0.01% | 4q | +7.6%+$103.1K |
| Modera Wealth Management, LLC | $1.4M | 14,569 | 0.02% | 7q | +46.9%+$460.8K |
| Avantax Planning Partners, Inc. | $1.4M | 14,459 | 0.04% | 6q | +13.4%+$168.8K |
| Financial Plan, Inc. | $1.4M | 14,323 | 0.13% | 3q | +22.1%+$257.3K |
| LAM GROUP, INC. | $1.4M | 14,226 | 0.70% | 15q | +9.5%+$122.4K |
| Plancorp, LLC | $1.3M | 13,259 | 0.03% | 16q | +19.4%+$211.9K |
| HUB Investment Partners, LLC | $1.1M | 11,136 | 0.02% | 3q | +5.9%+$61.0K |
| Arista Wealth Management, LLC | $1.1M | 10,998 | 0.12% | new | NEW |
| Equitable Holdings, Inc. | $1.1M | 10,776 | 0.01% | 3q | +9.6%+$93.2K |
| Farther Finance Advisors, LLC | $1.1M | 10,612 | 0.01% | 3q | -0.6%-$5.8K |
| Diversify Advisory Services, LLC | $1.0M | 10,300 | 0.02% | new | NEW |
| DIVERSIFY WEALTH MANAGEMENT, LLC | $1.0M | 10,300 | 0.02% | 2q | +254.1%+$727.6K |
| Nemes Rush Group LLC | $953.9K | 9,626 | 0.08% | 7q | +7.8%+$68.7K |
| Creative Planning | $941.9K | 9,505 | 0.00% | 13q | HELD |
| Advisory Services Network, LLC | $929.3K | 9,377 | 0.01% | 13q | HELD |
| Vawter Financial, Ltd. | $886.4K | 8,944 | 0.33% | 4q | -45.6%-$744.2K |
| Versant Capital Management, Inc | $826.4K | 8,339 | 0.07% | 9q | +5.1%+$40.0K |
| Savvy Advisors, Inc. | $766.4K | 7,734 | 0.02% | 3q | +83.0%+$347.5K |
| ENVESTNET ASSET MANAGEMENT INC | $757.1K | 7,640 | 0.00% | 10q | +22.8%+$140.5K |
| Eaton-Cambridge Inc. | $734.3K | 7,410 | 0.21% | 11q | -3.7%-$28.2K |
| Kestra Advisory Services, LLC | $726.5K | 7,331 | 0.00% | 5q | +25.9%+$149.2K |
| marrick wealth, LLC | $723.8K | 7,303 | 0.51% | 3q | +3.1%+$21.5K |
| Creative Capital Management Investments LLC | $701.9K | 7,083 | 0.16% | 12q | +3.8%+$25.6K |
| AE Wealth Management LLC | $691.9K | 6,982 | 0.00% | 4q | +143.5%+$407.8K |
| GEM Asset Management, LLC | $664.9K | 6,709 | 0.26% | 11q | +5.8%+$36.2K |
| SAGE RHINO CAPITAL LLC | $646.3K | 6,522 | 0.10% | 6q | +1.0%+$6.5K |
| TCI Wealth Advisors, Inc. | $606.7K | 6,122 | 0.03% | 8q | -1.3%-$8.2K |
| Steffes Financial, Ltd. | $556.4K | 5,615 | 0.24% | new | NEW |
| Holcombe Financial, Inc. | $550.1K | 5,551 | 0.31% | 7q | +0.7%+$3.6K |
| HighTower Advisors, LLC | $548.9K | 5,539 | 0.00% | 2q | +16.0%+$75.8K |
| CIBC WORLD MARKET INC. | $517.0K | 5,217 | 0.00% | new | NEW |
| Meritas Wealth Management, LLC | $513.8K | 5,184 | 0.20% | 4q | +19.9%+$85.1K |
| STIFEL FINANCIAL CORP | $513.4K | 5,178 | 0.00% | new | NEW |
| Shira Ridge Wealth Management | $497.4K | 5,019 | 0.17% | new | NEW |
| OceanIQ Capital, LLC | $496.8K | 4,900 | 0.30% | new | FIRST |
| Canvas Wealth Advisors, LLC | $478.1K | 4,824 | 0.07% | 6q | +2.1%+$10.0K |
| JANE STREET GROUP, LLC | $453.4K | 4,575 | 0.00% | new | NEW |
| Merit Financial Group, LLC | $443.9K | 4,480 | 0.00% | new | NEW |
| OneDigital Investment Advisors LLC | $439.3K | 4,433 | 0.00% | new | NEW |
| Accurate Wealth Management, LLC | $439.2K | 4,425 | 0.04% | 3q | -10.3%-$50.3K |
| BARLOW WEALTH PARTNERS, LLC | $438.6K | 4,472 | 0.05% | 11q | HELD |
| Collaborative Wealth Managment Inc. | $429.7K | 4,336 | 0.18% | 13q | -6.5%-$30.0K |
| Aprio Wealth Management, LLC | $428.3K | 4,322 | 0.02% | 3q | HELD |
| Strategic Blueprint, LLC | $410.5K | 4,142 | 0.02% | 9q | -55.5%-$511.8K |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | $403.9K | 4,075 | 0.12% | 13q | +3.1%+$12.1K |
| Great Point Wealth Advisors, LLC | $397.1K | 4,007 | 0.06% | 7q | +3.7%+$14.3K |
| Arlington Financial Advisors, LLC | $387.2K | 3,907 | 0.05% | 8q | +4.0%+$15.0K |
| SAX WEALTH ADVISORS, LLC | $385.7K | 4,382 | 0.02% | 7q | -5.6%-$23.0K |
| Parkwoods Wealth Partners, LLC | $359.6K | 3,629 | 0.06% | new | NEW |
| Fonville Wealth Management LLC | $352.2K | 3,554 | 0.06% | 5q | +8.0%+$26.2K |
| WJ Wealth Management, LLC | $344.4K | 3,475 | 0.14% | new | NEW |
| Ameritas Advisory Services, LLC | $337.3K | 3,404 | 0.01% | new | NEW |
| Modern Wealth Management, LLC | $332.7K | 3,357 | 0.00% | 8q | -82.6%-$1.6M |
| OSAIC HOLDINGS, INC. | $316.7K | 3,187 | 0.00% | 15q | +62.6%+$121.9K |
| JPMORGAN CHASE & CO | $316.1K | 3,202 | 0.00% | 8q | +593.1%+$270.5K |
| BAYSHORE ASSET MANAGEMENT, LLC | $311.2K | 3,140 | 0.11% | 4q | +10.8%+$30.2K |
| McCartney Wealth Management LLC | $292.0K | 2,947 | 0.22% | 3q | HELD |
Showing the largest 100 of 159 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 152 | $332.6M | 3,414,892 | 37 | 71 | 21 | 0.0% |
| Q1 2026 | 120 | $249.8M | 2,835,905 | 9 | 62 | 26 | 0.0% |
| Q4 2025 | 115 | $198.9M | 2,311,248 | 15 | 59 | 18 | 0.0% |
| Q3 2025 | 99 | $157.9M | 1,893,413 | 10 | 53 | 17 | 0.0% |
| Q2 2025 | 94 | $138.1M | 1,780,823 | 7 | 48 | 26 | 0.0% |
| Q1 2025 | 90 | $117.8M | 1,655,838 | 10 | 42 | 16 | 0.0% |
| Q4 2024 | 87 | $114.4M | 1,580,016 | 9 | 42 | 18 | 0.0% |
| Q3 2024 | 73 | $119.6M | 1,562,114 | 12 | 33 | 15 | 0.0% |
| Q2 2024 | 65 | $89.2M | 1,284,622 | 9 | 38 | 9 | 0.0% |
| Q1 2024 | 61 | $78.3M | 1,122,433 | 12 | 37 | 5 | 0.0% |
| Q4 2023 | 52 | $55.5M | 857,467 | 10 | 25 | 4 | 0.0% |
| Q3 2023 | 39 | $31.9M | 542,039 | 11 | 19 | 3 | 0.0% |
| Q2 2023 | 33 | $28.5M | 474,441 | 12 | 12 | 4 | 0.0% |
| Q1 2023 | 25 | $21.7M | 374,948 | 13 | 8 | 2 | 0.0% |
| Q4 2022 | 14 | $18.5M | 333,015 | 9 | 2 | 0 | 0.0% |
| Q3 2022 | 2 | $4.2M | 84,245 | 2 | 0 | 0 | 0.0% |